See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,446 | $127,065-98.1% | $113,168-97.8% | $142,382-98.3% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 2.73% | 24.03%-21.3pp | 24.27%-21.5pp | 217.08%-214.3pp |
| Employer contribution / active EE | $603 | $3,442-82.5% | $2,975-79.7% | $4,299-86.0% |
| Participant deferral / active EE | $1,072 | $5,716-81.2% | $5,107-79.0% | $6,507-83.5% |
| Admin fee / account holder | $704 | $15,736-95.5% | $12,068-94.2% | $12,624-94.4% |